Samuel David Principal, JosephDavid Lawyers (VIC – Lawyer) |
I engaged Lance for a Family Law Property dispute. Lance provided timely and reliable information and a very useful, thorough and well-presented Corporate Business valuation in a complex financial dispute, which ultimately proved extraordinarily valuable in the resolution of the matter by agreement. I highly recommend Lance’s services and will continue to engage him myself in future matters. |
Mark Barrett |
Lance assisted in a family law matter where the value of the business was in dispute. He prepared a critique of the incumbent expert witness and provided a valuation report. He also provided expert witness testimony in the Federal Circuit Court, leading to a good outcome for my client. |
Chloe McGuinness Director, Solution Focused Separation (VIC – Lawyer) |
Lance was a jointly appointed single expert in a family law matter of mine. He offered the clients a fixed fee prior to commencing the work, which my client greatly appreciated. I was impressed with his efficiency and communication throughout and I would not hesitate to recommend him to anyone requiring a business valuation for a family law dispute. |
Libby Lowe Principal, LGM Advisors (VIC – Lawyer) |
Lance has provided a number of forensic accounting reports for our clients for court litigation and mediation, including shareholders disputes, breach of intellectual property, economic loss determination and valuation. The reports were extensive, sound and fit for purpose. He was also proactive in the joint conference of experts, as ordered by the Court. |
Laura Keily Barrister & Founder of Immediation (VIC – Online Dispute Resolution Platform) |
Lance prepared a company valuation based on our financial model, which demonstrated his clear skill in this respect. Lance was great to work with and I would recommend him. Immediation is a new online platform for the resolution of commercial disputes which is a major innovation in the legal sector. Lance was able to work with us to develop these documents even though there were few or no comparators available in the market. |
Kevin Wong Partner, Soul Legal (WA – Lawyer) |
Lance and I worked together on a personal injury case against a very large organisation that took over 2.5 years to complete since Lance’s initial involvement in providing an economic loss determination. The report and subsequent report were very well considered and thorough. |
King & Wood Mallesons (VIC – Lawyer) |
Independent Shareholder Valuation – engaged by King & Wood Mallesons on behalf of shareholders to perform a valuation in the pharmaceutical and biotech industry “Testimonial Unable to be provided Due to Confidentiality |
Simon Officer Principal, Willon Legal (VIC – Lawyer) |
We were instructed to formally engage Lance Gordon of Pentagon Corporate as an independent expert in a legal dispute concerning a company valuation. We were impressed by Lance’s ability to critique a company valuation and provide a detailed and reasoned valuation in response within a specified timeframe. The considered reasoning for the opinion provided by Lance in his report assisted the litigating parties to reach a timely resolution of the matter. |
Brian Nugawela Barrister (WA – Barrister) |
Lance and I worked on a case together in the Perth District Court, where I was the plaintiff’s barrister and Lance was the plaintiff’s expert witness. Lance produced one of the best valuation expert reports I have seen and I worked closely with him to prepare for trial. The defendant engaged a big 4 accounting firm as its expert witness, and I believe that Lance’s report clearly and comprehensively articulated the issues, the valuations of economic loss and underlying assumptions. I was very confident with Lance’s reports leading into the trial. |
Claire Bibby Senior Lawyer (NSW) |
Lance assisted us in preparing an investor presentation and a valuation report at one of the most critical stages in our business. His advice and responsiveness was top notch and he remains an invaluable part of our journey. I thoroughly recommended Lance! |
Rob Gray Senior Policy Lawyer, Department of Attorney General and Justice (NT – Lawyer) |
Lance understands “above and beyond”. He was an asset in the matters in which he was involved as expert or shadow expert. Highly recommended in the context of Family Law litigation. |
Rose Guerin Partner at RBG Private Accountants (NSW – Accountant) |
I have worked with Lance and Pentagon Corporate for many years, including many different types of clients and engagements. This has included valuations, forensic accounting and corporate advisory. I am always happy to make recommendations to clients and other advisers. Lance has assisted my clients in Sydney and Melbourne. I highly recommend Lance for the quality of his work . He is efficient and proactive and a pleasure to work with. I will continue to refer my clients to Lance. |
Chris Maher Director at Marin Chartered Accountants (VIC – Accountant) |
I have engaged Lance on a number of projects for my clients over the last 5 years. Most of the matters involved valuations for tax and accounting purposes but also other purposes such as business sales and strategic decision making. I have also enjoyed bouncing ideas off Lance to assist clients. Lance is always very thorough, professional and gives timely advice. |
Selwyn Greenberg Principal, Greenberg & Co. Chartered Accountants |
Our firm has engaged Lance a number of times after he was recommended to us by a colleague who had engaged Lance on many matters for over ten years. Lance was excellent when assisting us with business valuations in respect to family law disputes and worked in well with the family law advisors. |
Peter Vasta Director, Seed Accounting (VIC – Accountant) |
Lance has provided valuation reports for a number of my clients, to assist with and support tax and restructuring considerations, which has been very helpful and efficient. I’d be happy to recommend Lance for any valuations. |
Gary Immerman Director, Slomoi Immerman Chartered Accountant (VIC – Accountant) |
Lance recently prepared a valuation opinion to support a business restructure for one of my clients. Lance very quickly engaged with the client, got an understanding of the issues and produced a clear and comprehensive report. Lance’s communication throughout the process was proactive – identifying the information he required, discussing key matters and keeping the client and me up to date with his progress. His price point was competitive too. Lance is a thorough and skilled professional and I have no hesitation in recommending him. |
Gail Kinsella Partner, Kinsella Chartered Accountants (ACT – Accountant) |
Lance has undertaken valuations for our clients over the years. Each engagement has been very different, but the results have been of a consistently high quality. |
Martin Reichenberg Partner, Coster Galgut Chartered Accountants (VIC – Accountant) |
Our firm has referred a number of clients to Pentagon for valuation advice and reports. Two examples, both large companies, include an acquisition by a large US company and a shareholder dispute / exit. |
Justin Zamsky Partner, Zamsky Accounting (VIC – Accountant) |
Your proposal is very sound and in my opinion extremely reasonable. Pentagon Corporate is our firm’s first choice; they are extremely diligent and professional in their services and understanding of client needs. |
John Howlett Partner, Lincoln Partners (ACT – Accountant) |
Lance provided valuation advice and a valuation opinion for an unusual and highly specific situation. The document explained why normal methodologies couldn’t be employed and the opinion was sound. |
Hugo Ellwood Director, Chartered Accountants (ACT – Accountant) |
Lance has completed a number of valuation reports for our Canberra based clients, for different purposes (including tax and a possible business sale) and different industries. He has also provided valuation related advice to us. I am comfortable referring our clients to Lance because I know they are in good hands. Lance’s professionalism and experience is a continuation of the high quality service our clients are familiar with. |
Michael Dontschuk Non Executive Director, Grange Resources Limited (TAS) |
I engaged Lance to assist me in proposals for a very large debt raising for Grange Resources Limited (ASX:GRR). The debt raising was to canvass the market for Grange’s corporate needs including the potential funding of its mining projects, and required very specific and detailed consideration of the debt provider’s requirements. I provided Lance with a full range of detailed financial information during the course of the assignment and he was able to very skilfully produce the entire financial section of the Information Memorandum provided to bankers in conducting an RfP to raise around $100m of term debt. The nature of the work included the development of detailed cash flow forecasts, scenario analysis and lending ratio tests and projections which were based on the company’s base financial model of their operational mining business in Tasmania. |
Greg Ellis Co-founder, Nimble (QLD) |
I was very impressed by Lance’s attentiveness, attention to detail, his understanding of the long term growth opportunities and profile of the business. Lance was referred to me by a fellow director who was very impressed with his work. I had an extremely tight, almost impossible deadline, but Lance met this deadline, with the quality of the output far exceeding both my expectations generally, and my expectations under this time frame. Given the complexity of the business, the tight time frame, and the point on the business life cycle, I was concerned that a valuer would miss the bigger picture and be too focused on the historical accounting. I was most pleased in this regard and would have no hesitation in recommending or referring Lance for any valuation job. |
Brett Lahner CFO, Ithra Dubai (Dubai, UAE) |
I worked with Lance on a large listed company valuation. Lance played a key management role on this engagement and his technical ability and research capabilities and methodologies were of the highest calibre. It was a pleasure to work with Lance and I have no hesitation in recommending him or his company for any Financial Consulting role. |
Bernard Lai Managing Consultant, ArcBlue, ex Foster’s (VIC) |
Lance has gained significant experience during his work experience e.g. working on the valuation section of the Foster’s multi billion capital raising a number of years ago. Working with Lance was a pleasure, given his infectious enthusiasm for the task at hand and open mindedness to new ideas. Lance continuously interrogates the status quo and has an outcome based approach to each unique problem he encounters. I would recommend Lance as a thoughtful and caring mentor for clients intending to use his value add services. |
Michael Dontschuk Non Executive Director, Grange Resources Limited (TAS) |
I engaged Lance to assist me in proposals for a very large debt raising for Grange Resources Limited (ASX:GRR). The debt raising was to canvass the market for Grange’s corporate needs including the potential funding of its mining projects, and required very specific and detailed consideration of the debt provider’s requirements. I provided Lance with a full range of detailed financial information during the course of the assignment and he was able to very skilfully produce the entire financial section of the Information Memorandum provided to bankers in conducting an RfP to raise around $100m of term debt. The nature of the work included the development of detailed cash flow forecasts, scenario analysis and lending ratio tests and projections which were based on the company’s base financial model of their operational mining business in Tasmania. |
Greg Ellis Co-founder, Nimble (QLD) |
I was very impressed by Lance’s attentiveness, attention to detail, his understanding of the long term growth opportunities and profile of the business. Lance was referred to me by a fellow director who was very impressed with his work. I had an extremely tight, almost impossible deadline, but Lance met this deadline, with the quality of the output far exceeding both my expectations generally, and my expectations under this time frame. Given the complexity of the business, the tight time frame, and the point on the business life cycle, I was concerned that a valuer would miss the bigger picture and be too focused on the historical accounting. I was most pleased in this regard and would have no hesitation in recommending or referring Lance for any valuation job. |
Brett Lahner CFO, Ithra Dubai (Dubai, UAE) |
I worked with Lance on a large listed company valuation. Lance played a key management role on this engagement and his technical ability and research capabilities and methodologies were of the highest calibre. It was a pleasure to work with Lance and I have no hesitation in recommending him or his company for any Financial Consulting role. |
Bernard Lai Managing Consultant, ArcBlue, ex Foster’s (VIC) |
Lance has gained significant experience during his work experience e.g. working on the valuation section of the Foster’s multi billion capital raising a number of years ago. Working with Lance was a pleasure, given his infectious enthusiasm for the task at hand and open mindedness to new ideas. Lance continuously interrogates the status quo and has an outcome based approach to each unique problem he encounters. I would recommend Lance as a thoughtful and caring mentor for clients intending to use his value add services. |
Ray V. Haven CEO, Inessa Healthcare (VIC – Health & Beauty Product Exports) |
Lance Gordon was very helpful and instrumental in putting together the Information Memorandum, Financial Model and Investor Presentation for investors for Inessa Healthcare. Lance did a fantastic job in a short period of time. We can recommend Lance to anyone who contemplates VC or a professional company presentation. |
Laura Keily Barrister & Founder of Immediation (VIC – Online Dispute Resolution Platform) |
Lance assisted our start-up, Immediation, with the preparation of an Information Memorandum and Investor Presentation which were highly valuable to us in raising capital. Lance was very thorough and showed great attention to detail and responsiveness at all times. |
Slade Sherman Chief Experience Officer at iSelect, ex IT Start-up (VIC – IT Start-up) |
Lance built me a cash flow forecast and valuation model for Myzerr, an IT and web based start-up, so that I could use it to demonstrate the value of this venture to investors. The concept was for an emerging technology and business model, which provided challenges in translating it into value terms. Lance sat with me and built the financial and value metrics as I went through the logic and concept of the business. The business was exclusively technology and website based, meaning that traffic and clicks were the main drivers of sales. Lance’s output was excellent and highly rated by independent financial professionals who reviewed the model. We raised significant funds for the business and this was aided Lance’s work. |
Michael Cavey Chief Operating Officer, Grange Corporation Australia (VIC – IT Start-up) |
Lance assisted us in preparing an investor presentation and a valuation report, which considered comparisons to comparable companies and detailed cash flow forecasts. These reports were prepared in a short time frame and were very professional. |
Richard Martin Managing Director, AEES Group (VIC – Solar Energy) |
His analysis considered multiple sensitivities to be run and a large range of complex variables, however the report he produced was professional, easy to understand, extremely useful. |
Lauren Hall Founder & CEO, iVvy (Gold Coast – Event Management Platform) |
Lance came up to the Gold Coast to assist me with the valuation of my business, software and IP, at short notice. The assignment included multiple products and a fast growing business. The report considered a lot of industry research and many issues were discussed to get a comprehensive understanding of my business. |
Greg Toland Director, Extel (VIC – Engineering / Manufacturing ) |
Lance was referred to us by an adviser as we required a current valuation of our established, but dynamic business in order to institute an employee incentive scheme. The report was spot on and we will not hesitate in engaging Lance again should we require an update. |
David Robinson Director, Envisian Group (VIC – IT Consulting) |
At Envisian we found Lance to be extremely thorough in valueing our business. He applies an extremely clear and effective methodology to ensure an objective and accurate result. |
Ian Pearce CTO , Envisian Group (VIC – IT Consulting) |
We needed to determine the value of our business very quickly to resolve a dispute. Lance got straight on the case and produced a very detailed report in a short time. He asked very pertinent questions and focused on critical issues, some of which we had not thought of. |
Daniel Baldwin Executive Director, InSight Systems (VIC – Audio Visual Business) |
Lance came highly recommended from our accountant as we needed a business valuation of our Company. The process was smooth and efficient and we received the report in a timely fashion. Pricing was very competitive and I would highly recommend Lance to anyone needing a business valuation. |
Peter Rubinstein Chairman, Genetic Technologies Limited (VIC – Health Technology) |
Quick, efficient, no monkey business. Highly recommend. |
Peter Jackson Managing Director, Chalice Financial Services (WA – Financial Planner) |
Lance assisted in a matter that took over a year to complete, due to the vagaries of the legal and court system. He liaised with me and the solicitor on the case and patiently and clearly responded to queries in a timely manner. A number of industry conditions were rapidly changing, but Lance’s report was carefully and thoroughly considered. |
Russell Medcraft |
Lance provided me with a valuation of my business, which is a financial planning practice. The report hit the mark and covered all the main issues. The report was provided very quickly due to my requirements, and with a minimum fuss. Lance was also very flexible and accommodated my requirements. |
Takie Christofides Mergers & Acquisitions, NAB (VIC – Corporate Adviser) |
Lance assisted me with the valuation of my business, which was very helpful in determining an exit price. The report produced was very detailed, thorough and professional. Lance kept me updated on the status of the report with the finished product being ready in a timely manner. I would not hesitate to recommend Lance. |
Paul Spottiswood |
I was involved in a consortium which required an independent valuation report based on a detailed DCF valuation in relation to sophisticated cash flow forecasts. Lance’ report was very thorough as it considered a range of cross checks, alternative methodologies and contained a lot of evidence of industry research and analysis. Although it contained a lot of information, workings and justification, it was written very concisely and professionally, making it very easy to follow and instilled a lot of confidence. |
Ivana Olsen Risk Management COO at Credit Suisse (Singapore – Corporate Adviser) |
I worked with Lance at Credit Suisse. Lance was one of the valuations and cash flow forecasting experts in our team. He was also one of our very experienced chartered accountants in our team, providing a very valuable set of skills and knowledge. |
Grant Kirby Director, Cambian Corporate Advisory (VIC – Corporate Adviser) |
Lance has strong business valuation and financial modelling skills. He assisted me with a financial model for an acquisition. He is a capable valuer who can provide a highly technical and independent opinion on the value of a business. |
Elisha Bellchambers Director, Asset Management & Performance, Aurecon (QLD -Management Consulting) |
Lance provided a detailed valuation of our business efficiently and quickly. He visited our head office in Brisbane to meet the team and discuss the different components of the business, the industry and the strategy. We subsequently engaged Lance on other special purpose projects. Lance always brought constructive challenge to our perspectives which we extremely valued. |
Herman Kleynhans Managing Partner, IG Partners (VIC – Management Consulting) |
I engaged Pentagon Corporate to undertake a valuation of Integrated Global Partners. Lance grasped the various issues within the business, which operates across multiple continents and provided a thorough report in a timely manner. |
Paul Takac Takac & Associates (VIC – Management Consulting) |
We worked together on a consulting assignment for the Frankston Hospital and MePACS (Personal Alarm Care Service), which required follow up work and significant advice to senior management. |
Hadar Paz CEO & Co-Founder, Powerfront (Los Angeles, US) |
Lance has provided valuation reports to our company on numerous occasions. The reports included a detailed investigation and understanding of our business and its divisions, including our operations in Australia and the US (based in Los Angeles, California). Lance provided a professional service. Thank you so much Lance. Looking forward to work with you again. |
Sanjeev Handa Managing Director India & Global CFO, Provana, ex CFO Appster (India – IT) |
Lance was referred to Appster to assist with a valuation exercise in relation to a business restructure. Lance worked closely with me and our general manager to complete this assignment in a timely fashion. We thank Pentagon Corporate for their efforts. |
Simon Bayley Managing Director, Selbourne Capital (VIC – Finance) |
Lance prepared two valuation reports for me on two separate occasions, for overseas businesses, involving a large number of projects. Although there was a lot of complexity, the reports were very clear and well set out. Some of the issues included Eastern European economic factors and foreign exchange. The fees were very reasonable and only a nominal amount was charged for additional work due to a change in scope. |
Ari Sciacca Digital Laboratory Director, Dental Monitoring (VIC – Health: Dental) |
Lance assisted me with the business value in relation to a court dispute and provided a very valuable service, particularly in critiquing the opposing valuation, which was flawed. |
Gary Rubin Director and Principal Psychologist, Reflection Psychology (VIC Health: Psychology) |
Lance is a true professional who goes the extra mile in the most professional and efficient way. He is both personable, knowledgeable and creative! |
Ian Gurner Principal Dentist, Ian Gurner Dental Care (TAS – Health: Dental) |
Lance assisted me in valuing my business and helping me work through the multiple issues I was considering, in taking on a new dentist in my practice. The process helped me think about and understand my business better and the considerations involved in taking on a partner. I was grateful that Lance travelled to Hobart to meet me over a weekend to fit in with my patient appointments. |
Campbell Carson Commercial Analyst, Collingwood Football Club (VIC – Sports ) |
Lance is a very diligent professional. I have always known Lance to work through complex issues in a very structured manner to come up with the most comprehensive solution for clients. In doing this is able to provide multiple solutions or make the client aware of other potential issues which may arise. I would highly recommend Lance. |
Jeremy Meltzer Founder & Director, iEqual Change (VIC – Not for Profit) |
Lance built a valuation model for us including monthly financial forecasts and valuation metrics so that we could demonstrate cash flows to potential high profile investors. I was very pleased with the outcome and professionalism of his work, as with his willingness to devote further time to a detailed explanation of the model he’d built, and make additional changes where necessary. |
David Kobritz Managing Director, Deal Corporation (VIC – Property) |
Lance assisted my business in preparing an information memorandum, which was reviewed positively by a number of senior business people and accountants. The document was of the highest quality, both in terms of the way in which it was written and also the overall professional presentation. |
Salvatore A. Saker Founder & Owner, Green Precast Systems & 3D Modular (VIC – Construction) |
I take this opportunity to thank you for your professional conduct and further the exceptional support that you have demonstrated in going even further and beyond the initial scope of works in order to achieve the task. I feel very confident in recommending your professional services to any of my network and I look further to engaging you with our next project. Sincerely Salvatore |
Scott Pendlebury Director, Vanguard Design Group (VIC – Online Retail) |
Lance is an authority on business valuation and financial modelling. Whether it is to forecast cash flows, value a business at different points in time, estimate the financial consequences of a transaction or strategy, or simply to compare different outlooks – Lance ensures the appropriate level of sophistication, analysis and research is employed, whilst keeping the results and output easy to understand for the audience. I recommend Lance for any valuation, financial analysis or financial modelling assignment |
Garry Ramler MD, Ramler International & Kube Systems (VIC – Start-up) |
I required valuation and investor presentation documents at very short notice to provide to potential investors. I engaged Pentagon to deliver these documents within a week and was very happy with the outcome. |
Jean-François Carré Co-Founder & Head of Franchise Partnerships, Franck Provost Paris Hair Australia (NSW – Hair Salons) |
We engaged Pentagon Corporate on more than one occasion on the advice of our accountant, to provide a valuation of our business, the master franchise of Franck Provost Paris in Australia / NZ, a high quality and prestigious global brand of hair salons. Visit www.franckprovost.com.au for more information. |
Rick Bazerghi CEO & Founder, Meir Australia (VIC – High End Bathroom Suppliers) |
Lance provided a full suite of service, including a valuation report, financial model, information memorandum and a presentation slide document. This work was very valuable to our business and it was great that it could be done by one person who understood all the issues. |
Lee Klass Marketing Manager, Baby at Nice Pak Products (VIC – Baby Products) |
Lance Gordon of Pentagon Corporate has helped us build and finalise an Information Memorandum (IM) which has then been used to raise funds for the growth of our business. I found Lance to be easy to work with, patient and a quick study. He has had to learn quickly how our business works and get an appreciation for our individual working style and blend that with our ever changing industry environment. The final product looked polished and we believe served its purpose. |
Phillip Blumenthal Director, Phil Bee Interiors (VIC – Wholesale Household Interior Products) |
Lance was referred to me due to his experience in business valuations. I required a valuation in a very short period of time. Lance understood the time frame and commenced work immediately, delivering the report within one week. He also provided a very competitive fixed fee for this assignment. I was most grateful for Lance’s professionalism and timeliness during what is a complex and long process for me. Lance also sorted through some very important accounting issues adjacent to the valuation. I am happy to recommend Pentagon Corporate for valuation reports. |
Sue Phillips National Manager, Higher Education Courses, Kaplan Professional (NSW) |
Lance Gordon has had continuous practitioner and educational involvement with Kaplan Online Higher Education (and its predecessors Securities Institute and Finsia) since 2008. Lance is actively involved in developing and delivering the following subjects in Kaplan’s Master of Applied Finance: – FIN224 Applied Valuation – task force member, content writing and review, assignment writing, review and marking, exam marking since 2008. – FIN233 Advanced Valuation – discussion forum facilitator numerous times including the current trimester, assignment review, writing and marking, since 2008. – Financial Modelling – in discussions with Kaplan regarding development of this subject. |
Chartered Accountants Australia New Zealand Nomination (NSW) |
Expert Determination – engaged by disputing shareholders to provide an opinion whereby both parties would be bound by the determination as a mechanism to avoid court action. Referred by the President of the Institute of Chartered Accountants in Australia, per the terms of their shareholders agreement |
Norazlina Manap Training Lead, TPGI PTE Ltd (Singapore) |
I recruited Lance Gordon from Australia as an expert in financial analysis, valuations, accounting and finance to provide training courses in Kuala Lumpur (Malaysia), Singapore and Manila (Philippines). These training courses were well-received, and attended by local and international delegates from Malaysia, Singapore, Indonesia Brunei, Philippines, Vietnam, Hong Kong and Thailand. |
Nicholas Tragas Councillor, City of Boroondara (VIC) |
In the time I have known Lance, he has impressed me with his calmness, honesty and professional conduct in his business interactions. He is a person who thinks laterally, listens to others and most importantly is able to articulate difficult concepts in a simple way. I highly recommend Lance who not only has the academic qualifications but also vast commercial experience and business contacts. |
Chris Batchelor Investment Analysts, Spotee TV, ex Senior Technical Writer at Kaplan Professional (NSW) |
I managed the Applied Valuation task force for Kaplan Professional that Lance was a part of. He was very knowledgeable and a diligent contributor. It was a pleasure to work with him. |